ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,855 | -13.2% | 937 | -10.7% | 0.02% | -7.4% |
| Q2 2023 | $102,424 | -6.3% | 1,049 | -14.9% | 0.03% | -10.0% |
| Q1 2023 | $109,365 | +7.3% | 1,232 | -1.4% | 0.03% | 0.0% |
| Q4 2022 | $101,900 | +75.7% | 1,250 | +73.9% | 0.03% | +57.9% |
| Q3 2022 | $58,000 | -3.3% | 719 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $60,000 | -26.8% | 719 | -7.5% | 0.02% | -23.1% |
| Q1 2022 | $82,000 | -8.9% | 777 | 0.0% | 0.03% | -10.3% |
| Q4 2021 | $90,000 | +12.5% | 777 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $80,000 | -15.8% | 777 | -16.8% | 0.03% | -17.6% |
| Q2 2021 | $95,000 | +11.8% | 934 | 0.0% | 0.03% | +6.2% |
| Q1 2021 | $85,000 | +2.4% | 934 | 0.0% | 0.03% | -5.9% |
| Q4 2020 | $83,000 | +10.7% | 934 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $75,000 | +10.3% | 934 | 0.0% | 0.04% | +6.1% |
| Q2 2020 | $68,000 | +25.9% | 934 | 0.0% | 0.03% | -8.3% |
| Q1 2020 | $54,000 | -15.6% | 934 | 0.0% | 0.04% | -14.3% |
| Q4 2019 | $64,000 | – | 934 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vantage Financial Partners, LLC | 464,658 | $38,892,000 | 22.95% |
| Madison Wealth Partners, Inc | 326,892 | $27,361,000 | 17.38% |
| HILLTOP WEALTH ADVISORS, LLC | 210,626 | $17,629,000 | 17.17% |
| Tennessee Valley Asset Management Partners | 377,060 | $31,560,000 | 12.13% |
| Financial Council, LLC | 105,261 | $8,810,000 | 10.99% |
| Legacy Financial Group LLC | 408,231 | $34,169,000 | 10.78% |
| DOLIVER ADVISORS, LP | 352,235 | $29,482,000 | 10.47% |
| Veracity Capital LLC | 214,699 | $17,970,000 | 9.56% |
| ForthRight Wealth Management, LLC | 197,265 | $16,511,000 | 9.18% |
| Petix & Botte Co | 114,588 | $9,591,000 | 7.06% |